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SageGuard Financial Group’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

SageGuard Financial Group’s Portfolio RYLD Stock Details RYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$763K Sell
47,698
-14,459
-23% -$225K 0.11% 116
2026
Q1 		$929K Sell
62,157
-15,108
-20% -$234K 0.14% 96
2025
Q4 		$1.18M Buy
+77,265
New +$1.18M 0.19% 82

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SageGuard Financial Group's RYLD Position: Q2 2026 in Review

SageGuard Financial Group reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 23% in Q2 2026, selling an estimated $225K and leaving 47,698 shares worth $763K. The position accounts for 0.11% of the portfolio, ranked #116.

SageGuard Financial Group first reported a position in RYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q4 2025. 102 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • SageGuard Financial Group held 47,698 shares of Global X Russell 2000 Covered Call ETF worth $763K as of Q2 2026.
  • SageGuard Financial Group sold 14,459 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $225K.
  • Global X Russell 2000 Covered Call ETF made up 0.11% of SageGuard Financial Group's portfolio in Q2 2026, its #116 holding.
  • SageGuard Financial Group first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Global X Russell 2000 Covered Call ETF position peaked at $1.18M in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.